Get a sneak peek at the speakers, sessions, and industry leaders joining us this September.
We’re excited to share a first look at the 2026 ESI Business Development Conference agenda—and it’s shaping up to be our best conference yet.
From September 8–10, you’ll hear from some of the industry’s most respected voices, gain practical business strategies, and connect with fellow financial professionals who are focused on growing their practices.
Say Yes to the Agenda
Here’s a preview of what’s in store:
Tuesday, September 8th | Kickoff & Industry Perspectives
We’ll begin with our Opening General Session at 2:00 PM EST before hearing from some of the industry’s leading firms:
- Pacific Life
- Brighthouse Financial & Franklin Templeton
- Jackson
- Advisor Case Study featuring real-world success stories
The day concludes with our Welcome Reception & Dinner, providing the perfect opportunity to network with fellow financial professionals, advisors, sponsors, and ESI leadership.
Wednesday, September 9th | Learning, Innovation & Choice
Wednesday is packed with mainstage presentations, breakout sessions, and practical strategies.
Main Stage Speakers
- Fidelity
- Jackson & Invesco
- Allianz
- Symmetry Partners
Choose Your Learning Path
Attend breakout sessions from leading partners, including:
- Corebridge
- AAM
- iCapital
- AssetMark
- Voya
- Summit Global Investments
- AMG Pantheon
- Equitable
- Sammons
- Vestwell
- Pacific Life
- Innovator
You’ll also have the opportunity to attend ESI and National Life Home Office sessions covering:
- Technology
- Operations
- Recruiting
- Advisory & UMA Solutions
- Advanced Markets
- And more!
The day wraps up with an evening cocktail reception and plated dinner with colleagues from across the country.
Thursday, September 10th | Leadership & Action
Our final day focuses on putting ideas into action and concludes at 3:00 PM EST. Highlights include:
- ESI Senior Leadership Team Panel
- Workshop sessions featuring:
- Maple Capital
- Brinker Capital
- Goldman Sachs
- Prudential
- Special Keynote Presentation
- Action Plan Development Roundtable
- Additional ESI Home Office educational sessions
- Raffle Giveaway
- Closing Session: The Final Connection: Closing with Purpose
Thursday, September 10th | Leadership & Action
Our final day focuses on putting ideas into action and concludes at 3:00 PM EST. Highlights include:
- ESI Senior Leadership Team Panel
- Workshop sessions featuring:
- Maple Capital
- Brinker Capital
- Goldman Sachs
- Prudential
- Special Keynote Presentation
- Action Plan Development Roundtable
- Additional ESI Home Office educational sessions
- Raffle Giveaway
- Closing Session: The Final Connection: Closing with Purpose
You’ll leave with practical ideas, new relationships, and a personalized action plan to help elevate your practice.
We look forward to seeing you in September for three days of education, networking, and inspiration. Be sure to register early and start planning which sessions you’ll attend.
Register Now
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